A Reliable Admin Partner for Your Clients' Charitable Planning Needs

You design the estate plan. We handle the 501(c)(3) formation and foundation administration. Together, we help your clients create lasting legacies without adding to your workload.

The Challenge You Face:

Your high-net-worth clients ask you:

"Should I set up a private foundation or use a donor-advised fund?"

"Can you handle my 501(c)(3) application?"

"Who can help manage my foundation's compliance?"

You know the tax implications, but you don't want to:

Spend billable hours on complex IRS form preparation
Risk compliance errors outside your core expertise
Refer clients to competitors who might steal the tax work

How Tax Exempt Hero Supports Your Practice:

We Handle the Admin, You Keep the Tax Work

We prepare Form 1023, bylaws, policies, and all IRS paperwork

You prepare the 990-PF and provide tax planning advice

Your clients get seamless service from a coordinated team

Co-Branded Client Solutions

Custom landing pages with your firm's logo

Joint client presentations and discovery calls

Referral tracking and commission options available

Your Credibility, Enhanced

Position yourself as the go-to advisor with a full-service network

Offer foundation administration your competitors can't match

Strengthen client retention through multi-year compliance support

CE-Style Training & Resources

Monthly webinars on foundation compliance, self-dealing, and payout planning

Checklists and tools you can use with clients immediately

Certificates of completion for your records

How Tax Exempt Hero Supports Your Practice:

We Handle the Admin, You Keep the Tax Work

We prepare Form 1023, bylaws, policies, and all IRS paperwork

You prepare the 990-PF and provide tax planning advice

Your clients get seamless service from a coordinated team

Co-Branded Client Solutions

Custom landing pages with your firm's logo

Joint client presentations and discovery calls

Referral tracking and commission options available

Your Credibility, Enhanced

Position yourself as the go-to advisor with a full-service network

Offer foundation administration your competitors can't match

Strengthen client retention through multi-year compliance support

CE-Style Training & Resources

Monthly webinars on foundation compliance, self-dealing, and payout planning

Checklists and tools you can use with clients immediately

Certificates of completion for your records

How It Works

Step 1

We send you a partner kit (one-pager, deck, checklists)

Step 2

You introduce clients who need 501(c)(3) or foundation help

Step 3

We handle discovery, proposal, and all administrative work

Step 4

You stay looped in and continue providing tax services

Not Sure Where to Start?

Get Your Partner Kit Here

Talk to a Specialist

Book a 20-minute collaboration call and get your questions answered.

Our Guarantee

Administrative Accuracy Guarantee: If an IRS issue is caused by our preparation, we fix our work at no extra service fee.

What We Do

We provide administrative preparation and educational support. We do not provide legal or tax advice. 990-PF tax return preparation is coordinated through our partner CPA network.